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6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2019-06-12 |
| TX | RA | APPROVED | 2019-06-07 |
| VA | RA | APPROVED | 2019-06-07 |
Branch Locations
Alexandria, VA • United States
6901 Rockledge Drive Suite 730, Bethesda, MD 20817 • United States
215 N. Payne Street, Alexandria, VA 22314 • United States
277 S. Washington Street Suite 210, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Alexandria | VA | 10/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Alexandria | VA | 11/2016 | 06/2019 |
| Xml Financial Group | Bethesda | MD | 06/2019 | Present |
| Xml Securities, Llc | Bethesda | MD | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-08-24 |
| S66 | Uniform Combined State Law Examination | 2015-01-10 |
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